customer-journey

Installation
SKILL.md

Customer Journey & Onboarding

Migration note (Feb 25, 2026): Stripe replaced by PayPal. DB columns still named stripe* (reused for PayPal IDs).

Critical

  • Provisioning is webhook-driven — PayPal BILLING.SUBSCRIPTION.ACTIVATED and PAYMENT.SALE.COMPLETED trigger ProvisioningService. Never provision manually.
  • Three provisioning paths — marketplace-template, managed-plan, registry-driven. Each has different flows.
  • Entitlements are JSON in User model — User.entitlements.engines[] tracks active services. Always update atomically.
  • Dashboard tabs are dynamic — shown/hidden based on user entitlements. Never hardcode tab visibility.
  • Magic-link auth — 30-day session, encrypted AES-256-GCM cookie superseller_client_session.
  • WhatsApp-primary, not WhatsApp-only — Day-to-day pipeline ops, ClaudeClaw, and one-tap approvals run in the customer's WhatsApp group (primary delivery surface). Also in the product today: PayPal/web checkout, Resend email, magic-link customer dashboard (tabs by entitlement). Do not promise sales, support, or site visitors that everything happens only in WhatsApp; that overstates reality until self-serve portal and retention automation mature.
  • Current status: Purchase → Onboarding is ~40-60% automated. Full self-serve portal + retention layer still thin.

4-Stage Funnel

Stage 1: AWARENESS → PURCHASE
  ✅ SEO, pricing pages, PayPal checkout (LIVE)
Installs
1
First Seen
May 18, 2026